See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,952 | $57,281+6.4% | $86,612-29.6% | $75,163-18.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.44% | 2670.75%-2658.3pp | 591.07%-578.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,724 | $2,314-25.5% | $3,022-43.0% | $2,670-35.4% |
| Participant deferral / active EE | $1,531 | $3,318-53.9% | $4,438-65.5% | $4,125-62.9% |
| Admin fee / account holder | $1,041 | $4,112-74.7% | $5,614-81.5% | $5,651-81.6% |